- Edward I. Guttenplan, CPA, MBA, Managing Shareholder, Wilkin & Guttenplan (East Brunswick)
- J. Scott Anderson, Esq., Giordano, Halleran & Ciesla, PC (Red Bank)
The Essentials of Community Association Volunteer Leadership (Essentials) is a one-day workshop for association leaders and homeowners. The course outline includes such topics as: legal foundation, problem solving, maintenance, rules creation and enforcement, insurance, finances, board meetings and hiring a professional team.
CAI-NJ will be hosting the Essentials program on Saturday, March 23, 2013 at the Clearbrook Community Association Cultural Center. The program is from 9:00 a.m. until 3:00 p.m. with registration and breakfast beginning at 8:30 a.m. The speakers for the program are Fran McGovern, Esq., McGovern Legal Services, Nancy Hastings, CMCA, AMS, PCAM, MAMCO Property Management and Jules Frankel, CPA, MBA, Wilkin & Guttenplan, P.C.
A Primer on Reserves and Capital Needs Assessment Reports
Thursday, February 21, 2013 | 12:30 PM to 1:30 PM
Having sufficient reserve funds is essential for every cooperative and condominium. A Capital Needs Assessment Report, which evaluates the condition of major building systems, is an invaluable tool for boards and managers planning capital improvement projects for their buildings.
Thursday, February 7, 2013 | 12:00 PM to 1:00 PM
Please join us for an informative webinar where we will discuss what a board should know before signing off on a Hurricane Sandy settlement. We will review the board's fiduciary responsibilities, the role of the claimant advocate and ways to look beyond the obvious to avoid potential future problems before you sign off on a settlement agreement.
Many investors unknowingly invest in Passive Foreign Investment Companies (PFICs) and as a result must file IRS Form 8621 or Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. Taxpayers are often shocked to see the degree of complexity which can arise from a nominal investment in a foreign mutual fund which falls under these rules.
Thursday, December 13, 2012 | 1:00 PM to 2:00 PM
Time is running out! With tax rate increases scheduled to take effect on January 1, 2013, there are only a few weeks left for potential tax saving actions for 2012.
Thursday, December 6, 2012 | 12:00 PM to 1:00 PM
Thursday, October 11, 2012 | 7:00 PM - 9:00 PM EDT
This complimentary seminar is designed to help increase the effectiveness of individuals who are elected to their building's Board of Directors. We will review best practices in governance with the goal of providing Board members tools to fulfill one of the primary responsibilities of a Board - increasing a building's value.
Thursday, October 4, 2012 | 12:00 PM - 1:00 PM EDT